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State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $397K

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

22% more capital invested

Capital invested by funds: $4.61B → $5.63B (+$1.01B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

5.88% more ownership

Funds ownership: 95.53%101.41% (+5.9%)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

0% more funds holding

Funds holding: 255255 (0)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
47
Increased
116
Reduced
68
Closed
43
Calls
$1.04M
Puts
$397K
Net Calls
+$647K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.71B +$896M +22,750,930 +101%
State Street
2
State Street
Massachusetts
$974M +$217M +5,517,798 +27%
Financial Engines Advisors
3
Financial Engines Advisors
California
$822M +$46.1M +1,170,152 +6%
NSLI
4
Nan Shan Life Insurance
Taiwan
$414M +$67M +1,700,000 +18%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$290M +$238M +6,036,297 +369%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$147M +$22.4M +567,522 +17%
LPL Financial
7
LPL Financial
California
$137M +$50.7M +1,286,313 +55%
Osaic Holdings
8
Osaic Holdings
Arizona
$74.9M +$5.83M +148,021 +8%
UBS Group
9
UBS Group
Switzerland
$64.5M -$9.12M -231,462 -12%
SWIG
10
Strategic Wealth Investment Group
Kentucky
$64.1M +$11.1M +282,764 +20%
Stifel Financial
11
Stifel Financial
Missouri
$56.2M +$10.8M +272,953 +23%
Bank of America
12
Bank of America
North Carolina
$53M -$27.3M -691,864 -33%
HI
13
Horizon Investments
North Carolina
$35.8M +$10.9M +275,706 +41%
AssetMark Inc
14
AssetMark Inc
California
$35.1M +$16.4M +416,506 +81%
AWM
15
AE Wealth Management
Kansas
$35.1M +$25.2M +640,697 +223%
Morgan Stanley
16
Morgan Stanley
New York
$27.7M -$1.07M -27,150 -4%
5L
17
55I LLC
Massachusetts
$25.2M +$14.4M +364,608 +121%
AA
18
Advisory Alpha
Michigan
$24.9M +$21.4M +542,229 +468%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$24.2M +$1.63M +41,361 +7%
IDA
20
Intelligence Driven Advisers
California
$22.6M -$2.16M -54,874 -8%
PI
21
PFS Investments
Georgia
$21.3M +$5.57M +141,467 +34%
FAM
22
Frontier Asset Management
Wyoming
$18M +$4.76M +120,810 +34%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$17.5M -$6.13M -155,735 -25%
LMIM
24
Lockheed Martin Investment Management
Maryland
$15.5M -$2.36M -60,000 -13%
RIM
25
Redwood Investment Management
Arizona
$14.8M -$124K -3,137 -0.8%